User Settings
The Settings page provides access to your organization's configuration. What you can see and edit depends on your user role and permissions.
Available Settings
General — Organization profile, notification preferences, Smart Follow-Up configuration, Smart Call Summary format
User Management — Add users (by email or from CRM), assign roles, manage licenses and feature flags (Admin only)
Team Management — Create teams, assign members, configure team settings (Admin only)
Integrations — Connect and manage CRM, Calendar, Dialers, Slack, and other integrations
Recording — Configure Notetaker bot behavior and call processing scope
Scorecards — Create and manage scorecard templates (Admin only)
Billing — View plan details, manage subscription and seats (Admin with billing permission)
Navigating Settings
Click Settings in the left sidebar to access the settings page. Use the section navigation to switch between different configuration areas.